Ke Holdings Inc (BEKE)vsCompass Inc (COMP)
BEKE
Ke Holdings Inc
$16.38
-1.15%
REAL ESTATE · Cap: $17.62B
COMP
Compass Inc
$9.67
-4.54%
REAL ESTATE · Cap: $7.78B
Smart Verdict
WallStSmart Research — data-driven comparison
Ke Holdings Inc generates 740% more annual revenue ($88.67B vs $10.56B). BEKE leads profitability with a 5.3% profit margin vs 0.6%. BEKE trades at a lower P/E of 25.4x. BEKE earns a higher WallStSmart Score of 62/100 (C+).
BEKE
Buy62
out of 100
Grade: C+
COMP
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+10.2%
Fair Value
$20.99
Current Price
$16.38
$4.61 discount
Margin of Safety
-44.9%
Fair Value
$7.73
Current Price
$9.67
$1.94 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Earnings expanding 111.4% YoY
Conservative balance sheet, low leverage
Reasonable price relative to book value
Revenue surging 109.0% year-over-year
Earnings expanding 60.3% YoY
Reasonable price relative to book value
Areas to Watch
Moderate valuation
ROE of 7.2% — below average capital efficiency
5.3% margin — thin
Revenue declined 5.7%
ROE of 0.5% — below average capital efficiency
0.6% margin — thin
Operating margin of 3.8%
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : BEKE
The strongest argument for BEKE centers on PEG Ratio, EPS Growth, Debt/Equity. PEG of 0.38 suggests the stock is reasonably priced for its growth.
Bull Case : COMP
The strongest argument for COMP centers on Revenue Growth, EPS Growth, Price/Book. Revenue growth of 109.0% demonstrates continued momentum.
Bear Case : BEKE
The primary concerns for BEKE are P/E Ratio, Return on Equity, Profit Margin.
Bear Case : COMP
The primary concerns for COMP are Return on Equity, Profit Margin, Operating Margin. A P/E of 168.8x leaves little room for execution misses. Thin 0.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
BEKE profiles as a value stock while COMP is a hypergrowth play — different risk/reward profiles.
COMP carries more volatility with a beta of 2.33 — expect wider price swings.
COMP is growing revenue faster at 109.0% — sustainability is the question.
Monitor REAL ESTATE SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BEKE scores higher overall (62/100 vs 57/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Ke Holdings Inc
REAL ESTATE · REAL ESTATE SERVICES · China
KE Holdings Inc. is involved in the operation of an integrated online and offline platform for housing transactions and services in the People's Republic of China. The company is headquartered in Beijing, China.
Compass Inc
REAL ESTATE · REAL ESTATE SERVICES · USA
Urban Compass, Inc., which is Compass, is a real estate brokerage company. The company is headquartered in New York, New York.
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